Mott Capital Scores on Semiconductors, Calls Netflix/Comcast Deal “A Game Changer”
Mott Capital is a thematic growth investing fund.
Hedge Fund Analysis
Forage Capital’s David Kim Wades Into Ever-Expanding Alphabet/Amazon/Facebook Battle, Likes AMERCO
David Kim's Forage Capital has sent a letter to partners reviewing the fund's third-quarter performance and analyzed the current and future prospects of a number of tech companies...
Prominent Tech Stocks Dominate Beech Hill’s Portfolio
Beech Hill Partners is a New York-based investment firm run by Paul Cantor, Joseph Weiss, and Will Wurm.
Breton Hill’s Top Consumer Picks Include General Motors Company (GM), Ford Motor Company (F), and Others
Breton Hill Capital Ltd. is one of the most prominent alternative asset management firms in the sector.
Billionaire Ken Fisher Loves These Dividend Stocks
Ken Fisher runs Fisher Asset Management, a hedge fund which manages a portfolio worth over $65.44 billion. Mr. Fisher has authored several books, including 6 best-sellers.
5 Tech Stocks Skylands Capital Can’t Live Without
Skylands Capital is a Milwaukee-based investment management firm run by Charles Paquelet.
Five Consumer Stocks Chilton Investment Was Piling Into
Richard Chilton‘s Chilton Investment Company, which was founded in 1992, primarily invests in stocks on the premise of value investing, fundamental research and disciplined...
Billionaire Ken Fisher’s Most Bullish Q3 Moves
Ken Fisher is an American billionaire, author and investment analyst, who runs the hedge fund Fisher Asset Management. Mr.
Baker Bros. Opened Positions In These 5 Healthcare Stocks
Julian Baker and Felix Baker founded Baker Bros. Advisors in 2000.
HG Vora Bullish On Media, Entertainment Stocks
Parag Vora's event-driven and value-oriented private investment firm HG Vora Capital Management currently manages regulatory assets of over $2 billion.
Five Under-the-Radar Tech Stocks that Okumus Fund Loves
New York-based Okumus Fund founded by Ahmet Okumus mainly focuses on value based investing in mid and large-cap equity.
How Billionaire Dan Loeb’s Top New Picks Performed in Q3?
Third Point is a New York-based hedge fund founded and managed by billionaire Dan Loeb, who is known for taking an activist investing approach, which often involves him taking...
Gates Capital Loves Material Stocks, Especially These Five
Well-known event-driven hedge fund Gates Capital Management recently disclosed its long US equity portfolio worth $2.95 billion at the end of June via a 13F filing submitted with...
Quant Fund Two Sigma Advisors Most Important Moves Involve Amazon.com, Inc. (AMZN), Facebook Inc (FB) & More
New York-based famed quant fund Two Sigma Advisors recently disclosed its US equity portfolio worth $19.68 billion at the end of second quarter, via a 13F filing submitted with...
HBK Investments Hopes To Avoid Heartbreak With These Top Stock Picks
HBK Investments was founded by David Costen Haley back in 1991 and is currently a multi-strategy hedge fund, pursuing arbitrage and absolute return strategies.
Harvard Management Is Bullish on China, Mexico: From Alibaba Group Holding Ltd (BABA) To America Movil SAB de CV (ADR) (AMX)
Harvard Management Company is, as one might deduce from its name, a fully owned subsidiary of Harvard University. Ironically, the fund is run by a Yale grad, Jane Mendillo.
10 Most Successful Hedge Fund Managers and Their Stock Picks
According to eVestments, investors withdrew around $25.2 billion from hedge fund vehicles in July.
Billionaire Jorge Paulo Lemann Acquired Stakes in These Companies: Charter Communications Inc. (CHTR), Royal Dutch Shell plc (ADR) (RDS.A) and More
Jorge Paulo Lemann is a well-known Swiss-Brazilian investor.
Healthcare-Focused Michael Castor Added These Stocks to His Portfolio Last Quarter
According to the latest 13F filing of Sio Capital, a global equity market healthcare hedge fund, the investment advisory has further increased its exposure in the healthcare industry...
Five Stocks Billionaire Howard Marks Is Bullish On: Latin America Takes The Lead
Oaktree Capital Management, the fund ran by billionaire investor Howard Marks, recently filed its 13F for the second quarter, disclosing its long equity stakes as of June 30.
Glenhill Advisors’ Top Consumer Stocks For This Quarter
Founded by Glenn J. Krevlin in 2001, Glenhill Advisors is a New York-based long/short equity hedge fund that's known for placing most of its bets in the small-cap space.
Energy Guru Wexford Capital’s Top Oil & Gas Picks
Wexford Capital is a Connecticut-based investment management firm that primarily invests in the energy sector.
Tontine Asset Management’s Bets on Small-Caps Help Offset Losses
Founded in 1997 by Jeffrey Gendell, Tontine Asset Management was once among the most revered names in the hedge fund Universe.
Billionaire James Dinan’s York Capital Initiated Stakes in These Companies
Though billionaire James Dinan's York Capital Management manages regulatory assets worth over $25 billion, its latest 13F filing reveals that less than 16% of it or only $4 billion...
Billionaire Wilbur Ross Maintains Top Bets; Swaps Etsy Inc (ETSY) for Fitbit Inc (FIT)
Restructuring specialist and billionaire Wilbur Ross' Invesco Private Capital is known for making concentrated bets on a few public companies and holding those bets for a long...
Billionaire David Abrams Maintains Stakes in The Western Union Company (WU), Microsoft Corporation (MSFT)
Abrams Capital Management, the Boston-based hedge fund headed by reclusive billionaire David Abrams, recently submitted its 13F filing with the SEC for the reporting period ending...
Five Cheap Energy Stocks Poised to Explode
The fall in crude oil and natural gas prices starting in mid-2014 took a heavy toll on stocks of energy companies with some of them losing more than half of their market capitalization...
Diamond Hill Loves Financial Stocks, Especially These Five Companies
Diamond Hill Capital was founded by Ric Dillon back in 2000 and is currently co-managed by Ric Dillon and Chuck Bath.
Leon Cooperman Lawsuit: 5 Stocks That Will Get Crushed if Omega is Forced to Liquidate
Leon Cooperman's insider trading scandal is one of the most hot topics these days.
Billionaire Andreas Halvorsen’s Largest New Positions Include Intercontinental Exchange, Microsoft Corporation & More
Andreas Halvorsen co-founded Viking Global together his Tiger Management colleagues David Ott and Brian Olson back in 1999.
Blue Jay Capital Betting On Big Returns From These Healthcare Stocks
Founded by Paul Sinclair in August 2014, Blue Jay Capital Management is a healthcare-focused hedge fund based in California.
Billionaire Investor Predicting A Huge Market Collapse, Betting On These Stocks
Billionaire Tiger Cub Robert Citrone of Discovery Capital Management made some waves recently after he predicted a rather sharp market crash.
KeyCorp (KEY), McDonald’s Corporation (MCD): Clinton Group Makes Huge Moves On These 5 Finance and Consumer Stocks
Founded in 1991 by George Hall, New York-based activist hedge fund Clinton Group has been in the asset management business for 25 years now, but its reputation today is nowhere...
Billionaire Marc Lasry’s Favorite Stock Picks: Meritor Inc. (MTOR), Gener8 Maritime Inc (GNRT) & More
Marc Lasry is the co-founder of Avenue Capital, which was launched with $7 million in funding from friends and family in 1995, and currently holds the CEO position.
Amazon (AMZN), Charter Communications (CHTR) And 3 Other Hot Stocks That Billionaire Ken Griffin Is Bullish On
While many hedge funds were deep in the red in 2015, Ken Griffin's Citadel Investment Group posted double-digit returns.
Tiger Pacific Raises Exposure to These Chinese Stocks; Buys Alibaba, Sells JD
Tiger Pacific Capital is an Asia-focused hedge fund, which was seeded by billionaire Julian Robertson.
Billionaire Larry Robbins Added These Stocks to Glenview’s Portfolio in Q2
Billionaire Larry Robbins founded Glenview Capital in 2001 after having been previously employed as a trader at Leon Cooperman's Omega Advisors.
Philippe Laffont’ Coatue Management Slashes Equity Portfolio by $1 Billion; Several Top Picks Scaled Back
Coatue Management is a New York City-based hedge fund sponsor founded by Philippe Laffont in 1999.
Five Dividend Stocks Billionaire Steve Cohen Really Likes
Although his family office isn't technically a hedge fund anymore (a settlement with the SEC saw to that), many on Wall Street still regard billionaire Steve Cohen's Point72 ...
Billionaire Carl Icahn’s Favorite Energy Stocks
Given his many decades of experience and tens of billions in net worth, Carl Icahn of Icahn Capital certainly knows how to invest.
Billionaire Alan Howard’s Brevan Howard Fund Sold All but Two Stocks in Q2
Brevan Howard, considered one of the largest macro hedge funds in the world till sometime ago, has been witnessing a steady decline in its assets since the past few quarters.
Billionaire Bruce Kovner’s Caxton Associates’ Favorite Stock Picks: Kraft Heinz Co (KHC), Monster Beverage Corporation (MNST) & More
Bruce Kovner is one of the most prominent hedge managers in the U.S.
Canadian Billionaire Prem Watsa Still Likes Blackberry, IBM
Prem Watsa, popularly known as the Warren Buffett of Canada, is the founder of Fairfax Financial Holdings.
5 Unheralded Finance Picks of Billionaire Michael Price
Founded by value investor and billionaire Michael Price in 1998, MFP Investors is one of the hidden gems of the activist investing world.
Mohnish Pabrai Still Likes Automotive Stocks, Goes Into Aircraft Leasing
Mohnish Pabrai began his career as an entrepreneur but switched to money management.
5 Stocks That Healthcare Fund Deerfield Management Was Buying in Q2
Founded by James E. Flynn in 2000, Deerfield Management has grown to become one of the premier healthcare-focused investment management companies today.
Billionaire Michael Platt’s BlueCrest Grows More Bullish on Energy
BlueCrest Capital Management, founded by billionaire Williams Reeves and Michael Platt in 2000, is one of the largest hedge fund firm in Europe.
Christian Leone Trims Exposure to Top Picks, Buys Apple, Sells Yahoo
New York-based Luxor Capital Group, managed by Christian Leone, is a fund with a balance structure, which has an equity portfolio worth $3.79 billion as of June 30.
Perry Capital’s Top Bets As It Keeps Losing Money
Founded by Richard Perry in 1988, Perry Capital was considered one of the best event-driven hedge funds on the Street for more than two decades.
Barry Rosenstein’s JANA Partners Added These Five Stocks to Its Portfolio in Q2
Barry Rosenstein's JANA Partners is going through a rough period marked by its worst performance since it was launched in 2001.
